Could Amazon shake up online travel next?

Morgan Stanley analysts see Amazon’s more than 300 million customers as ready and willing consumers of an Amazon travel service. And the $620 million per year that online companies like Expedia spend each year wouldn’t exactly be a stretch for the online giant.

Most of the world perceives Amazon as a retailer, but the company offers plenty of services, including its B2B cloud services and customer-facing pages for finding home services like plumbing or housecleaning. The company is also said to be poised to become a shipper in competition with United Parcel Service and FedEx, and may even get into healthcare.